See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,449 | $106,543+28.1% | $91,220+49.6% | $134,475+1.5% |
| Participation rate | 27.3% | 76.8%-49.5pp | 73.2%-45.9pp | 81.2%-53.9pp |
| Annual return | -17.85% | 160.60%-178.4pp | 114.01%-131.9pp | 417.96%-435.8pp |
| Employer contribution / active EE | $186 | $3,331-94.4% | $2,850-93.5% | $4,740-96.1% |
| Participant deferral / active EE | $1,526 | $4,719-67.7% | $4,234-64.0% | $6,400-76.2% |
| Admin fee / account holder | $78,820 | $6,231+1165.0% | $5,420+1354.3% | $11,426+589.8% |